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Sumitomo Mitsui Financial

243 hedge funds and large institutions have $621M invested in Sumitomo Mitsui Financial in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 72

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

0% more funds holding

Funds holding: 243243 (0)

0.48% less ownership

Funds ownership: 8.73%8.25% (-0.48%)

12% less capital invested

Capital invested by funds: $705M → $621M (-$84.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
105
Reduced
72
Closed
26
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$275K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.3M +$8.55M +1,418,238 +10%
Goldman Sachs
2
Goldman Sachs
New York
$58.3M +$6.74M +1,117,454 +12%
Lazard Asset Management
3
Lazard Asset Management
New York
$46.2M -$1.07M -176,742 -2%
CIM
4
Cowen Investment Management
New York
$39.6M -$16.4M -2,721,725 -27%
BlackRock
5
BlackRock
New York
$38.9M +$2.56M +424,005 +6%
Wells Fargo
6
Wells Fargo
California
$31M -$151K -25,004 -0.4%
Invesco
7
Invesco
Georgia
$28.7M +$12.7M +2,105,988 +68%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$25.1M -$7.78M -1,290,778 -22%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$23.8M -$830K -137,638 -3%
Northern Trust
10
Northern Trust
Illinois
$22.2M +$146K +24,128 +0.6%
CAC
11
Cowen and Company
New York
$20.2M -$12.1M -1,999,500 -35%
Renaissance Technologies
12
Renaissance Technologies
New York
$17M -$2.71M -449,700 -13%
Bank of America
13
Bank of America
North Carolina
$15.7M -$675K -111,861 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.7M +$2.91M +483,185 +33%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.52M +$60.5K +10,024 +0.6%
CCM
16
Causeway Capital Management
California
$9.51M -$884K -146,589 -8%
Marshall Wace
17
Marshall Wace
United Kingdom
$9.31M +$10.2M +1,693,869 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$9.29M +$1.61M +266,701 +19%
Jane Street
19
Jane Street
New York
$7.38M -$16.2M -2,692,655 -67%
Franklin Resources
20
Franklin Resources
California
$4.96M +$212K +35,109 +4%
CFM
21
Capricorn Fund Managers
United Kingdom
$4.79M -$814K -134,992 -13%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$4.67M -$118K -19,526 -2%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$3.38M +$192K +31,854 +5%
OMC
24
Old Mission Capital
Illinois
$3.21M -$2.11M -350,173 -37%
American Century Companies
25
American Century Companies
Missouri
$3.07M +$458K +76,002 +16%

SMFG Hedge Fund Activity: Q3 2022 in Review

243 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sumitomo Mitsui Financial (SMFG) for Q3 2022, worth a combined $621M — down 12% from $705M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SMFG positions and 26 closed out — a net gain of 6 holders — while 105 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $12.7M. The largest seller was Cowen Investment Management, cutting an estimated $16.4M.

  • 243 institutional investors held Sumitomo Mitsui Financial (SMFG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $621M of Sumitomo Mitsui Financial stock for Q3 2022, down 12% quarter-over-quarter.
  • 32 funds opened new Sumitomo Mitsui Financial positions in Q3 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sumitomo Mitsui Financial buyer in Q3 2022 was Invesco, an estimated $12.7M added.
  • The largest Sumitomo Mitsui Financial seller in Q3 2022 was Cowen Investment Management, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.